What is a List View?
A List View in Pipeline CRM is a customizable table that lets you organize, filter, and display your data—such as Companies, Deals, or People—in a way that suits your workflow. You can choose which columns to show, sort and filter information, and save your favorite layouts for quick access.
Customizing Your List View
- Click the Columns icon.
- Check the boxes for fields you want to display, or uncheck to hide them.
Move a column by clicking anywhere in its header, then drag and drop it to the desired position.
Click the ↑↓ arrows in the column header to sort that column. The arrow icon will show whether the list is sorted in ascending (↑) or descending (↓) order.
Filter Data
- Click the Funnel icon in a column header.
- For text fields, enter a term (e.g., “Corp”) to find values starting with that text.
- To search anywhere in the field, add a % before your term (e.g., “%Corp” finds “Starbucks Corporation” and “Corporate Holdings, Inc.”).
- For dropdown or multi-selection fields, select options to filter records that contain those values.
Color Code Columns
- Click the color palette icon in the column header.
- Choose a color or enter a HEX code to highlight the column.
Freeze Columns
Click the Lock icon to freeze a column, keeping it visible while scrolling.
Resize Rows and Columns
Hover over the line between rows or columns and drag to resize them.
Managing List Views
Create a New List
- Go to the All Companies, People, or Deals lists.
- This is a system list that cannot be customized.
- Choose columns and apply filters.
- Click Save as a new list, name it, and save.
Save Changes to a List
- After applying edits to a list, click Save List.
- Choose Save changes to update the current list.
- Alternatively, select 'Save as new list' to create a separate view.
Click the three dots located in the upper right corner of the list to review options such as:
- Export as CSV or PDF.
- Import and Manage Imports.
- Add to dashboard - This allows you to add your saved view to the dashboard for quick access.
- View on Map - Allows you to view records on a map based on their location, as indicated by their address.
- Check for duplicates.
- Fullscreen mode.
- Expand rows - Great for viewing more information in a cell.
- Create a focused list.
- Row formatting.
- Rename your list.
- Duplicate your list.
- Delete your list.
Find Your Saved Lists
- Click the current list name to open the dropdown.
- My Lists: Your personal saved lists.
- Shared With Me: Lists shared by others.
- Default List: Loads automatically for each tab.
- Starred Lists: Marked with a star for quick access.
